FBCV vs IWD

AFBCV

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · FBCV $16,861

Lowest cost0.18%IWD · $18 on $10k

Most income2.30%FBCV · $230 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common32.0%FBCV and IWD

FBCV

IWD

Fidelity Blue Chip Value ETF · $199MiShares Russell 1000 Value ETF · $83.3B

+20.0%3 years · per year$17,294 · $18,455+22.7%

+11.0%5 years · per year$16,861 · $17,201+11.5%

0.57%Expense ratio$57 · $18 on $10k · lower wins0.18%

2.30%12-mo yield$230 · $137 on $10k1.37%

−7.1%Worst dropSmaller wins−6.8%

11.1%VolatilityLower wins11.6%

2–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBCV · IWD

6.6%AMZN6.1%

6.0%MSFT5.3%

4.2%AAPL6.0%

3.7%XOM1.8%

Held in common32.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBCV vs IWD

FBCV

Fidelity Blue Chip Value

$16,861

IWD

iShares Russell 1000 Value

$17,201

MeasureFBCVIWD

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield2.30%1.37%

5 years, per year+11.0%+11.5%

3 years, per year+20.0%+22.7%

Worst drop · 1Y−7.1%−6.8%

Volatility · 1Y11.1%11.6%

4–2measures won
IWD first

32.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FBCV, IWD, IWF

Today

32.0%most shared, FBCV and IWD

FBCVIWDIWF

FBCV—32.0%14.7%

IWD32.0%—18.9%

IWF14.7%18.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$173most kept, FBCV

FBCV$230 − $57 = $173

IWD$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee